Thanks to a member of the Deep-Value Group at Google Groups or

http://csinvesting.org/2015/01/14/deep-value-group-at-google/ plus we added in a bunch ourselves, including a few macro/commodity funds- enjoy

Value Investing Shareholder Letters

• Absolute Return Partners

• Andy Hall’s Astenbeck Capital 2015 Annual Letter

• Baupost Group - four links
• • Seth Klarman: Now’s Not The Time To Give Up On Value
  • Baupost: Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt
  • Klarman “Catching Knives” Experiences Rare Yearly Loss, Looks Forward

  • Seth Klarman On Value Investing In A Turbulent Market

• Alluvial Capital Management
• Greenlight Capital Management
• Maverick Capital
• Third Point Capital
• Arquitos Capital Management
• Broadrun Investment Management
• Broadview Capital Management
• Curreen Capital Management
• Donville Kent
• Bronte Capital
• East Coast Asset Management
• Euclidean Technologies

• Ori Eyal August 2015 Letter To EVCM Investors

• Fairholme Funds
• Viking Global

• Half Moon Capital

• First Eagle Investment Management
• FPA Crescent Fund
• GreenHaven Road Capital Management
• Grey Owl Capital
• GMO
• Brevan Howard
• Lakewood Capital
• James Montier White Paper
• Heartland Advisors
• Horizon Kinetics
• Horizon Kinetics Q4
• Howard Marks Memo – On The Couch
• Howard Marks Memo – What Does The Market Know
• Long Leaf Partners
• Meson Capital
• Nevsky Capital 2015 letter - closing
• Oakmark Funds
• Pershing Square Capital Letter
• Pershing Square Capital Presentation
• Pzena Asset Management
• RV Capital
• Hoisington
• T11 Capital
• Thornburg Investments
• Turtle Creek
• Tweedy Browne
• Wedgewood Partners
• Weitz Funds